CRM Dashboard

2,847
Total Contacts
12.5% vs last month
156
Deals Won
8.3% vs last month
$1.2M
Pipeline Value
15.2% vs last month
68.5%
Win Rate
2.1% vs last month
Sales Pipeline
Lead 45
$180,000
Qualified 32
$256,000
Proposal 18
$324,000
Negotiation 12
$288,000
Won 8
$192,000
Deal Sources
Direct 35%
Referral 28%
Website 22%
Social 15%
Revenue Trend
Recent Deals
View All
TechCorp Inc.
John Smith
$45,000 Won
Global Solutions
Sarah Johnson
$32,500 Pending
StartupXYZ
Mike Davis
$18,750 Proposal
Enterprise Co.
Emily Brown
$67,200 Negotiation
DataFlow Ltd.
Chris Wilson
$24,800 Lost
Top Contacts
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Contact
Amanda Chen
TechCorp Inc.
5 deals $125,000
Contact
Robert Kim
Global Solutions
3 deals $89,500
Contact
Jessica Taylor
Enterprise Co.
4 deals $156,200
Contact
David Martinez
StartupXYZ
2 deals $42,000
Upcoming Tasks
Add Task
Follow up with TechCorp
Today, 2:00 PM
High
Send proposal to Global Solutions
Tomorrow, 10:00 AM
Medium
Schedule demo for StartupXYZ
Jan 22, 3:00 PM
Normal
Review contract with Enterprise Co.
Jan 23, 11:00 AM
High
Update CRM records
Jan 24, 5:00 PM
Low
Team Performance
Sales Rep Deals Closed Revenue Win Rate Progress Target
Alex Johnson
Senior Sales
24 $156,400 78%
92% of target 		$170,000
Sarah Williams
Sales Manager
31 $198,200 82%
99% of target 		$200,000
Mike Thompson
Sales Rep
18 $89,600 65%
75% of target 		$120,000
Emily Davis
Sales Rep
22 $134,800 71%
84% of target 		$160,000
Chris Lee
Junior Sales
12 $56,200 58%
62% of target 		$90,000